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Invesco S&P 500 Revenue ETF

242 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 8

102% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 51

19% more funds holding

Funds holding: 204242 (+38)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

13% more capital invested

Capital invested by funds: $2.45B → $2.77B (+$312M)

2.1% more ownership

Funds ownership: 64.1%66.19% (+2.1%)

Holders
242
Holders Change
+38
Holders Change %
+18.63%
% of All Funds
3.19%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
103
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
151
Pennington Partners & Co
Maryland
$457K +$468K +4,668 New
TWM
152
TCFG Wealth Management
California
$455K +$30.1K +300 +7%
SC
153
Savant Capital
Illinois
$413K
SAM
154
Secure Asset Management
Michigan
$401K +$80.3K +801 +24%
ACP
155
Aveo Capital Partners
Colorado
$400K -$188K -1,872 -31%
UAG
156
United Advisor Group
Ohio
$344K -$159K -1,591 -31%
LC
157
Landaas & Company
Wisconsin
$332K
Corient Private Wealth
158
Corient Private Wealth
Florida
$325K +$97K +968 +41%
PSF
159
Pacific Sun Financial
California
$315K
MSG
160
Main Street Group
Virginia
$307K +$11.4K +114 +4%
ECG
161
Edge Capital Group
Georgia
$305K -$291K -2,902 -93%
DI
162
Diligent Investors
California
$301K +$301 +3 +0.1%
SEIA
163
Signature Estate & Investment Advisors
California
$301K +$16.2K +162 +6%
MFF
164
Michels Family Financial
Texas
$291K +$298K +2,975 New
ZIMP
165
Zimmermann Investment Management & Planning
Pennsylvania
$286K +$293K +2,919 New
MA
166
Montag & Associates
Georgia
$286K +$1.1K +11 +0.4%
AFW
167
Atlantic Family Wealth
Florida
$281K +$288K +2,872 New
M&T Bank
168
M&T Bank
New York
$280K -$71.1K -710 -20%
PTC
169
Private Trust Company
Ohio
$274K -$27.8K -277 -9%
PCM
170
Parsons Capital Management
Rhode Island
$270K
HP
171
Hilltop Partners
Indiana
$266K -$1.2K -12 -0.4%
SPC
172
Sigma Planning Corp
Michigan
$266K +$9.72K +97 +4%
AP
173
Aspect Partners
Virginia
$260K +$266K +2,652 New
FA
174
Flagstar Advisors
New York
$254K +$3.31K +33 +1%
BCI
175
Brinker Capital Investments
Pennsylvania
$251K -$89.4K -892 -26%